Account Executive (Fast-paced Profitable Fintech, Move to Monterey, CA

Job Description

Job Description

Account Executive (Fast-paced Profitable Fintech, Move to Monterey, CA!)

Contract-to-Permanent | In-Office Only
Downtown Monterey, CA
Remote applicants will not be considered

About Us

We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.

In just a few years, we’ve grown to serve 25,000+ private companies , with $300B+ in assets under administration and $100B+ in valuations performed , adding over $5B in new valuations monthly . We are revenue-generating, profitable, and scaling fast.

The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.

Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.

About the Role

This role sits at the front door of our revenue engine .

As an Inbound Account Executive professional , you will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.

This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.

We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.

If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services , keep reading.

What You’ll Do

Be the First Impression

• Communicate clearly, confidently, and professionally with founders, CFOs, and executives.
• Speak knowledgeably and convey the broad, deep experience of a tenured fintech firm.
• Represent the firm’s credibility, expertise, and urgency in every interaction.
• Solve the prospect’s problem - they are calling us for a solution.

Own Inbound Lead Qualification

• Respond rapidly to inbound valuation inquiries, and website leads.
• You assess the client’s needs and the problem that they are calling - for us to solve.
• Negotiate and close deals on the spot, then follow through to close.
• Book high-quality meetings for senior sales leadership.

Support the Sales Process

• Prepare proper background research prior to sales calls.
• Assist with proposals, follow-ups, and deal coordination.
• Maintain clean, accurate CRM records in HubSpot.

Enable Scale

• Identify patterns in inbound demand and share insights with sales and marketing.
• Help refine messaging, qualification criteria, and internal processes as we grow.

Who We’re Looking For

We’re looking for high-output professionals , not order-takers.

You likely are:

• A strong communicator who sounds confident on the phone and concise in writing.
• Highly organized, detail-oriented, and responsive.
• Competitive, motivated and goes that extra mile to serve a client.
• Comfortable working in a fast-paced, high-expectation environment.

Experience & Skills

• 1–3+ years in SDR, including inbound and outbound sales.
• Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services.
• Finance education and/or finance environment experience a real plus.
• Familiarity with the public stock market and the mechanics of equity are a plus.
• Familiarity with sales tools (Apollo, LinkedIn Sales Navigator, CRM - Hubspot) is a plus.
• Finance, accounting, business, or economics background is highly preferred.

Non-Negotiables

• Willingness to work in-office, five days per week, in Monterey, CA .
• Strong sense of responsibility and follow-through.
• Professionalism rooted in integrity and quality client service.

Compensation & Growth

This is a contract-to-permanent role , with clear performance benchmarks for conversion to full-time.

• Competitive hourly or contract rate (based on experience)
• Performance-based incentives tied to conversions
• Employee Stock Ownership Plan (Option grant)

Top performers will out-earn market averages and gain exposure rarely available this early in a career.

Why This Role Matters

Work directly with senior management.

You can make a very tangible difference.

You’ll learn from leaders in the industry.

You’ll be close to revenue, close to leadership, and close to the decisions that matter .

If you want a comfortable job, this isn’t it.

If you want to build skills, credibility, and momentum inside a category-defining firm— this IS it .

How to Apply

Submit your resume and a short note explaining why you’re a strong fit for an in-office, high-expectation sales role .

Candidates who clearly demonstrate urgency, polish, and motivation will be prioritized.